See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,674 | $58,208+12.8% | $81,812-19.7% | $80,856-18.8% |
| Participation rate | 30.6% | 63.4%-32.8pp | 72.3%-41.7pp | 67.6%-37.0pp |
| Annual return | 26.32% | 41.66%-15.3pp | 773.79%-747.5pp | 35.59%-9.3pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,988 | $3,281-39.4% | $4,319-54.0% | $4,296-53.7% |
| Admin fee / account holder | $826 | $4,981-83.4% | $7,386-88.8% | $6,918-88.1% |